Fountain Valley - Relationship Manager 2 - Full Time - Onsite (So.CA)

About the role

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice.

Responsibilities

• Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions.
• Holds conversations that matter with members either in person or over the phone.
• Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured.
• Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
• Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.
• Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
• Aids in leadership functions in the absence of branch management and also with coaching teller line.
• Makes observations and suggests alternative methods of profiling member accounts.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
• Represents the Credit Union in a positive and professional manner.
• Other related duties as assigned.
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect.

Qualifications

• 18 months financial institution experience with prior loan experience and reaching service and performance goals.
• Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning system).
• Proven ability to garner business.
• Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
• Excellent verbal and written communication skills in person and over the phone.
• Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Member service and organizational skills.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Willingness to make a difference.
• Personable and professional.
• Coaching/Mentoring skills.
• Successful completion of all compliance related coursework.
• Notary.
• NMLS Registered.